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Paladin Research Report For:

Joe Harrish

Prime Capital Investment Advisors

6201 College Boulevard
Suite 150
Overland Park, KS 66211
913-491-6226

About Joe Harrish

Joe Harrish still adheres to the core values he first embraced in the Air Force at age 19 - Integrity, Service Before Self and Excellence In All We Do. From self-described "humble beginnings," Joe has spent his entire life building meaningful relationships in the military and civilian community. He spent 22 highly-decorated years in active-duty in the Air Force where he won numerous awards at every level. One of his biggest accomplishments was being named the Air Force's Company Grade Officer of the Year for his entire career field. During the final decade of his military career, he knew he had a higher calling. He entered the financial services industry while he was still on active-duty, and he has spent two decades helping others change their financial futures. Now part of the team at Prime Capital Investment Advisors (PCIA), he is a fee-based financial advisor and fiduciary working with high net-worth individuals, upper management executives, medical professionals and business owners. Joe has a bachelor's degree in organizational management and holds a Series 65 registration.

Want to learn more about Joe? Visit his website: https://pciaharrish.com/

See Disclosures

General Information

Firm Start Year
  • 1985
No. of Employees
  • 100-499
CRD#
  • 4734166
Firm CRD#
  • 288712
Insurance License#
  • 7977470
States Licensed in
  • KS, MO, IA
Years of Experience in Financial Services
  • 21
Number of Years with Current Firm
  • 5
Work Experience
  • Joe started his career in financial services at Ozark National Life and N.I.S Financial Services, helping individual clients with their investment and insurance needs. After seven years, he was promoted to Vice President and Agency Director, traveling across the U.S. conducting investment seminars and helping people with their financial plans, while being involved with the business operations of both companies. After eight years of managing 200+ registered representatives and two businesses, he felt that he had established an ideal foundation for starting his career as a financial advisor, and he joined Prime Capital Investment Advisors.
Work with the following types of clients
  • Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
  • Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Securities Licenses
  • Series 65
Insurance and Annuity Licenses
  • Disability, Life

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $500,000
Compensation Methods
  • Based on Assets
Fee % Based on Assets
  • .5% - 1.5%

Education

Organizational Management - Business/HR

Colorado Christian University
10/01/1999 -06/01/2001

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1888594/paladinregistry-Prime-Capital-Investment-Advisors-detailed-disclosure.html

Disclaimer

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (PCIA), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (PCWM) and Qualified Plan Advisors (QPA).